P6 Professional User Guide

1)Navigate to any data table or spreadsheet window, select one or more rows, right-click, and choose Copy.

2)Hold the Shift or Ctrl key to select multiple roles. All values, as well as associate rows and column headers, are temporarily copied to the clipboard.

3)Open an external application and choose Paste to view or edit the data as needed.

For example, right-click in Excel, then choose Paste.

Notes:

Any edits made in an external application cannot be returned to your P6 Professional project. Use this feature for reporting only.

You may need to expand column widths to display all the project information.

The external application may reformat the data. To prevent this, reformat the cells as text before pasting the data, or paste the data into a different application.

Activity Table

The Activity Table

Use the Activity Table to view the open project's activity information in table format. You can customize Activity Table columns, fonts, and colors. You can also filter, sort, and group the Activity Table.

You can use the Activity Table to

Create a list of activities and activity information quickly when you don't need to see the information graphically over time.

Group activities in categories that share a common attribute. For example, focus on activities by resource, responsibility, or date. Once you organize activities into groups, you can summarize or "roll up" project data to simplify their presentation.

Sort activities to arrange them in an order you specify. For example, to view activities chronologically, you might sort them by early start date.

To make the Activity Table fit your needs exactly, you can

Change the information displayed in columns to show scheduling data, resource and cost data, user-defined fields, or any data item you select, including calculated data.

Format specific information to call attention to it by using the filter, group and sort, and table display features.

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Customizing Activity Layouts

Define Activity Table columns

1)Choose View, Columns.

You can also click the Layout Options bar and choose Columns.

2)To add a column to the Activity Table, select it in the Available Columns section, then click

.

3)To add all available columns to the Activity Table, click .

4)To remove a column from the Activity Table, select it in the Selected Options section, then click .

5)To remove all current display columns from the Activity Table, click . You must select at least one column to display in the Activity Table.

6)To change the order in which columns display, in the Selected Options section, select a column you want to move:

To move the column left, click . To move the column right, click .

7)To use a column display format from another activity layout, click Copy From, select a layout, then click Open.

8)To update columns in the Activity Table, click OK, or to view your changes without closing this dialog box, click Apply.

To restore the default column settings for this layout, click Default.

Tip

To locate a specific column in the Columns dialog box, to group and sort the available columns in the Columns dialog box, or to collapse or expand all the groupings in the dialog box, click the Available Columns Options bar.

Customize activity column titles

1)Choose View, Columns.

You can also click the Layout Options bar and choose Columns.

2)In the Available Columns or Selected Options section, select the column whose title you want to change.

3)Click Edit Column.

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P6 Professional User Guide

4)In the Edit Column dialog box, type a new title, then click OK. You can also specify a new width and alignment for the column.

5)To update columns in the Activity Table, click OK, or to view your changes without closing the Columns dialog box, click Apply.

Notes

The default column title appears in parentheses after the new title in the Columns dialog box; however, only your revised title appears in the actual layout.

To restore the default column title, click Default in the Edit Column dialog box.

Change activity information in the Activity Table

To change activity information, double-click the information you want to change.

Note

You may need the required security privileges to edit certain activity information.

Sort activity information in the Activity Table

To sort the display, click a column label.

A down arrow in the column title indicates that the Activity Table is sorted highest to lowest (numerical column) or A to Z (alphabetical column). An up arrow in the column title indicates that the Activity Table is sorted lowest to highest.

Change group row fonts and colors

1)Choose View, Group and Sort.

You can also click the Layout Options bar and choose Group and Sort.

2)Double-click the Font & Color cell you want to change.

To change a font, click the Font button, then select a new font. To change a color, click the Color button, then select a new color.

Change Activity Table font, color, and row height

You can specify the font, background color, and row height for information displayed in a table.

1) Choose View, Table Font and Row.

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